Customer Journey, Unified

One AI conductor for every customer touchpoint

Coordinate sales, delivery, and support in one workspace. Close faster with AI that thinks like your team.

⚡Lead-to-launch workflows automated end-to-end

🧭Shared customer timeline across every team

👥

0+Active teams

⚡

0%Uptime

🚀

0M+Tasks managed

Start 14-day free trial→

See live demo

Set up in 2 minutes • Free 14 days • No credit card required

✓Join 0 teams who signed up this week

See the product ↓

SOC 2 Type II

256-bit SSL

GDPR

•

4.8on G2

4.9on Capterra

Trusted by 500+ customer-obsessed teams

Mad EngineeringTech

Stratus SphereSaaS

Rabb-ItFintech

CloudshiftCloud

DataDrivenAnalytics

TechFlowAutomation

GrowthwiseMarketing

Innovate LabsR&D

Mad EngineeringTech

Stratus SphereSaaS

Rabb-ItFintech

CloudshiftCloud

DataDrivenAnalytics

TechFlowAutomation

GrowthwiseMarketing

Innovate LabsR&D

Trusted by customer-obsessed teams

Mad Engineering5-day onboarding

Stratus Sphere100% team adoption

Rabb-It3 deals in month 1

How It Works

Get started in 3 simple steps

From setup to success in minutes, not months. Here's how teams transform their customer journey with Task Genie.

Connect your tools

Import your CRM, calendar, and project data in under 5 minutes. Genie syncs everything automatically.

No code required

Let AI organize your journey

Genie maps every lead, project, and renewal into one unified timeline with smart recommendations.

AI-powered insights

Close faster, retain longer

Your team executes with confidence. Every touchpoint is tracked, every handoff is smooth.

Measurable results

Start your free trial

No credit card required • Setup in under 5 minutes

Features

Everything you need to delight customers

Task Genie brings together the tools your team needs to manage the complete customer journey—from first contact to long-term success.

Unified customer timeline

See every interaction from first touch to renewal in one view. No more switching between tools.

AI-powered automation

Let Genie handle lead scoring, task assignments, and follow-up reminders automatically.

Seamless handoffs

Sales to delivery to support—everyone stays in sync with automatic context sharing.

Real-time insights

Track pipeline health, team performance, and customer satisfaction with live dashboards.

Smart scheduling

Book meetings, set reminders, and never miss a deadline with intelligent calendar sync.

Built-in communications

Email, chat, and notes in one place. Every conversation is linked to the right customer.

Proactive alerts

Get notified before issues become problems. Genie spots churn risk and expansion signals early.

Enterprise-grade security

SOC 2 Type II certified with 256-bit encryption. Your data is protected at every layer.

Coordinate every step without losing context

Explore how Task Genie captures leads, launches projects, and supports renewals—all guided by the same AI brain.

Step 1 · Capture

Qualify every lead without lifting a finger

Task Genie scores inbound leads, drafts responses, and routes the highest intent to your reps instantly.

•AI lead scoring tuned to your playbooks
•Smart inbox that drafts replies in your brand voice
•Unified profile that follows prospects into delivery

Inbound Queue

Acme Labs • Demo requestHot

Southwind Co • Pricing questionWarm

Nova Studio • Enterprise fitQualified

Genie Insight

"Three leads match your 'Services Plus' playbook. I drafted intro replies and scheduled discovery slots."

Step 2 · Deliver

Projects launch with context already built in

Convert won deals into ready-to-start projects with auto-generated plans, synced assets, and role-based assignments.

•Instant project plans from closed deals
•Automated task assignments across teams
•Real-time status surface to sales and success

Playbook Draft

✅

Kickoff call scheduled

Invite sent to delivery & CS with deal context attached.

🛠️

Project plan generated

12 tasks assigned with role-based owners and due dates.

🔄

Sales to delivery handoff

All notes, contracts, and expectations synced automatically.

Genie Status

"Timeline approved. I'll notify growth once the first milestone ships."

Step 3 · Support

Delight customers with proactive support

The assistant watches every interaction, escalates risk, and suggests playbooks before customers ever churn.

•AI triage routes tickets and drafts responses
•Health scores update as tasks and SLAs complete
•Expansion opportunities flagged to your CSMs

Live Health Monitor

Genie Insight score

Updated seconds ago

Steady

Open tickets

Updated seconds ago

On track

Expansion signals

Updated seconds ago

Review

Genie Alert

"Renewal in 30 days. I've prepped an expansion pitch and nudged your CSM with next steps."

Step 1 of 3

Follow the customer journey beam

A single signal moves from first touch to renewal. Each milestone pulses with AI guidance so every team knows what to do next.

Lead Captured

AI triages the intake

New prospects flow into a unified inbox where Task Genie scores fit, drafts responses, and books discovery calls.

⚡98% leads scored < 2 min

Deal Won

Context transfers automatically

Close one deal and delivery receives every note, doc, and expectation instantly—no manual handoff or lost nuance.

⚡0 duplicate entries

Project In Flight

Execution stays coordinated

Auto-generated plans assign work by role, surface risks, and keep sales & success in sync with live status updates.

⚡35% faster launch

Support & Expansion

Health signals trigger action

AI monitors sentiment, drafts proactive outreach, and flags expansion moments so your team can double down on wins.

⚡23% more expansions

Customer Stories

Teams close faster and retain longer with Task Genie

"Task Genie helped us unify sales and delivery in one sprint. Our onboarding time dropped from two weeks to five days."

Maya Chen

Head of Customer Operations

Stratus Sphere

"The AI assistant spots churn risk before our CSMs do. We closed three expansion deals in the first month using Genie prompts."

Dev Patel

VP of Revenue

Rabb-It

"Lead scoring happens automatically and every won deal spins up a ready-to-run project. Nothing falls through the cracks now."

Sofia Ramirez

Director of Delivery

Mad Engineering

Live demo

Try the Task Genie concierge right now

Ask about onboarding, integrations, or pricing and get an answer in real time. The embedded assistant is powered by your Agent Builder workflow and ready to drop into your product.

Secure, token-based session creation with audit trails
Fully brandable UI that embeds on any route
Powered by your curated knowledge base and automations

Sparkline peek

“Genie just routed two onboarding questions to self-serve and escalated a billing issue to your CSM—without leaving the chat.”

Need pricing guidance?

Ask the concierge

Open full chat experience

Choose your scenario

Answers tailored to the team you lead

Pick the journey you care about—growth, operations, or support—and see how Task Genie adapts.

Choose your team

Revenue & Growth Teams

Keep pipelines full, handoffs tight, and renewals on pace with one intelligent workspace.

Still have questions?Chat with us →

Simple pricing

Start free, scale as you grow

No hidden fees. No credit card required. Upgrade when you're ready.

Starter

For individuals getting started

Freeforever

Up to 3 team members
Basic AI assistance
100 tasks/month

Get Started

Pro

For growing teams

$29/user/mo

Unlimited team members
Full AI capabilities
Priority support

Get Started

Enterprise

For large organizations

Custom

SSO & advanced security
Dedicated success manager
Custom integrations

Contact Sales

Ready to unify your customer journey?

Stop juggling disconnected tools. Orchestrate every touchpoint with AI guidance.

Start 14-day free trial Talk to sales

Join 500+ teams who unified their customer journey with Task Genie

One AI conductor for every customer touchpoint

Coordinate sales, delivery, and support in one workspace. Close faster with AI that thinks like your team.

⚡Lead-to-launch workflows automated end-to-end

🧭Shared customer timeline across every team

👥

0+Active teams

⚡

0%Uptime

🚀

0M+Tasks managed

Start 14-day free trial→

See live demo

Set up in 2 minutes • Free 14 days • No credit card required

✓Join 0 teams who signed up this week

See the product ↓

SOC 2 Type II

256-bit SSL

GDPR

•

4.8on G2

4.9on Capterra

One AI conductor for every customer touchpoint

Trusted by customer-obsessed teams

Get started in 3 simple steps

Connect your tools

Let AI organize your journey

Close faster, retain longer

Everything you need to delight customers

Unified customer timeline

AI-powered automation

Seamless handoffs

Real-time insights

Smart scheduling

Built-in communications

Proactive alerts

Enterprise-grade security

Coordinate every step without losing context

Qualify every lead without lifting a finger

Follow the customer journey beam

AI triages the intake

Context transfers automatically

Execution stays coordinated

Health signals trigger action

Teams close faster and retain longer with Task Genie

Try the Task Genie concierge right now

Answers tailored to the team you lead

How quickly can sales start using Task Genie?

Does Task Genie integrate with my existing CRM?

Start free, scale as you grow

Starter

Pro

Enterprise

Ready to unify your customer journey?

One AI conductor for every customer touchpoint

Trusted by customer-obsessed teams

Get started in 3 simple steps

Connect your tools

Let AI organize your journey

Close faster, retain longer

Everything you need to delight customers

Unified customer timeline

AI-powered automation

Seamless handoffs

Real-time insights

Smart scheduling

Built-in communications

Proactive alerts

Enterprise-grade security

Coordinate every step without losing context

Qualify every lead without lifting a finger

Follow the customer journey beam

AI triages the intake

Context transfers automatically

Execution stays coordinated

Health signals trigger action

Teams close faster and retain longer with Task Genie

Try the Task Genie concierge right now

Answers tailored to the team you lead

How quickly can sales start using Task Genie?

Does Task Genie integrate with my existing CRM?

Start free, scale as you grow

Starter

Pro

Enterprise

Ready to unify your customer journey?